Silver as an investment

Category Archives: S&P 500

Hedge Fund CIO: “The Market Doesn’t Care About Health Care. Poor People Care About Health Care”

From Eric Peters, CIO of One River Asset Management, here is a topical anecdote, as well as a review of the key events in the past week. Weekend Notes “Where’s the beef?” bellowed Biggie Too. “Health care, regulation reform, tax cuts – where’s it at?” continued the Chief Global Strategist for one of those too […]

Goldman: “The Boost From Lower Taxes Will Now Be Smaller, Occur Later Than Expected”

With both JPM and Goldman having warned for months that the market is far too sanguine about the implementation (and effectiveness) of Trump’s proposed domestic fiscal policies, Friday’s events were a rude awakening for some, and framed how contentious the passage of any stimulus measures by the new president – one who as the WSJ […]

Biggest US Equity Outflows Since Brexit; US Banks Hit The Hardest

The latest evidence that rumors of Trumpflation trade’s death are not greatly exagerated came overnight from Bank of America which reported that based equity funds saw net outflows of $8.9 billion, the largest in 38 weeks. The most impacted sector was, not surprisingly, banks – the biggest beneficiary of the post-Trump election victory rally, which […]

All Eyes On Washington: US Futures Rise On Hope Healthcare Vote Will Pass

Asian shares and S&P futures rose on optimism that today’s rescheduled U.S. vote on health care will pass following Trump’s Ultimatum to the Freedom Caucus. European stocks gave up some of Thursday’s gains, falling for the fourth time in five days, and moving further away from a 15-month high reached a week ago while the […]

Gold Bugs; Stellar performance stage set again

From 2001 to 2011, would you have rather owned the S&P 500 or Gold Miners (Gold Bugs Index/HUI)? If you answered the Gold Bugs index, you would be correct. The left chart below compares the performance of the Gold Bugs Index and the S&P 500. From 2001 to 2011, the Gold Bugs index out performed […]

Stocks Have Partied Hard Since Election Night… Now Comes the Hangover

The market is now on very thin ice. Yesterday worked off some of the “oversold” status for stocks, but we are in extremely dangerous territory today. The S&P 500 has taken out critical support (red line) as well as the bull market trending running back to early November (blue line). More concerning for the bulls: […]

Global Stocks, US Futures Rebound Ahead Of Critical Obamacare Repeal Vote, Yellen Speech

European and Asian stocks were modestly in the green, with U.S. futures higher, before a critical procedural vote on a Republican health-care bill to repeal Obamacare, while Janet Yellen is set to speak in Washington at 8:45am. S&P 500 Index futures were 3 points in the green as of 6:45am ET as European shares edged […]

5 Financial Myths You Should Ignore

Authored by Richard Rosso via RealInvestmentAdvice.com, The financial terrain is strewn with robust fables cleverly disguised as facts. The setbacks to financial security due to stock market returns never realized, the precious time and human capital necessary to make up for market losses, the ingenious data-mining undertaken by populist gurus that want you to believe […]

Have We Reached A Turning Point For Stocks? Tuesday Was The Worst Day For The Stock Market In 6 Months

The post-election stock market rally is officially over.  After hovering near record highs for the past couple of weeks, U.S. stocks had their worst day in six months on Tuesday.  For quite some time it has been clear that the momentum of the post-election rally had been exhausted, and a pullback of this nature was […]

2017 Asset Allocation Quiz: Who’s Making Money and Who’s Just Shilling?

Pop quiz, name the top performing asset class of thus far this year? If you guessed US stocks or bonds, you’re wrong. The top performing asset class hands down is Emerging Market stocks, followed by Gold, THEN the S&P 500, following by Treasuries and finally, Oil. By the way, if you think the $USD is […]